Invoices
This collection includes articles on creating, updating Invoices and associated functions.
By Arynne and 2 others3 authors47 articles
- INVOICES - Customer invoice preferencesSet invoice preferences per customer for flexible billing. Configure payment terms, consolidation and grouping under Customer Tasks Panel.
- INVOICES - Create invoice from a Selfbill from customer
- FAQ - Summary guide for VAT Rules, based on country.A summary guide to VAT rules based on which country your account is set up in.
- INVOICES - Configuring Accounting SetupAccounting configurations to manage accounting software imports, nominal codes and tax rates.
- INVOICES - Configure an Invoice TaskTasks automate workflows, improving efficiency. Configure invoice and credit note tasks; modify or add tasks to fit business needs.
- INVOICES: Charge Status approval workflowsQargo charge statuses: Approval to request, Approval requested, Invoice externally. Enhanced approval workflow for customer portal.
- INVOICES - Troubleshooting data updatesTroubleshooting and best practice tips for all things related to sales invoices, including credit notes.
- INVOICES - Managing CMR documentsHow can I manage invoice and CMR documents in Qargo, including splitting and attaching them
- INVOICES - Peppol in QargoPeppol functions available Q3, 2025. This functionality sends & receives invoices directly through the Peppol network.
- INTEGRATIONS - E-InvoicingE-Invoicing in Qargo automates invoice exchange in logistics, improving speed, accuracy, and compliance across Europe.
- INVOICES - Process SALES invoice via PeppolConfigure and send Peppol sales invoices in Qargo: module setup, profile configuration, document attachment selection, invoice workflow, and troubleshooting.
- INVOICES - Peppol template for sales invoice and credit notesPeppol-ready invoice/credit note templates require proper field mapping (default + custom) to PEPPOL data fields, with live preview, customization, and verification before sending.
- INVOICES - Create custom views on invoices & credit notesCreate, save, and switch between custom views on invoice and credit note tabs — with saved filters and column settings — just like order views.
- How can I manage and customize terms and conditions in Qargo invoices?
- INVOICES - How does VAT work in Qargo?This article gives an overview of the logic behind the VAT configuration and automatic calculation method for goods (Non-Container).
- INVOICES — Period Closing — What, Why & HowPeriod Closing lets finance teams lock a completed accounting period in Qargo, so the figures already invoiced, declared and reported can never change afterwards.
- INVOICES - How to override the bill-to on orders and charges - Walkthrough.Redirect who receives the invoice for an order's charges to a different billing company, in bulk or by default per customer, without changing the operational customer on the order.
Orders To Invoice
Includes articles relating to all functions included on the ORDERS TO INVOICE page.
- INVOICES - Order View <-> Charge ViewOrder View shows full order totals for invoicing. Charge View filters by charge type, allowing partial invoicing and quick rate edits.
- INVOICES FAQ - Create an invoice that holds multiple orders.Create an invoice that contains more than 100 orders using different options depending on how and when the orders are processed.
- INVOICES - Set "Do not invoice" in bulkSet completed orders with no invoicing to ‘Do not invoice’ for easy tracking. Use filters, update status, and manage them in a separate tab.
- INVOICES - Orders to Invoice View OptionsView ‘Orders to Invoice’ by Orders or Charges. Use tabs to track status, filter columns, and manage invoices efficiently.
- INVOICES - Auto-assign Invoice Groups to OrdersOrders auto-assigned to invoice groups by customer preferences (field/time-based) when marked "Ready to invoice."
Invoices
Includes articles relating to all functions included on the INVOICES page.
- INVOICES - Create a Sales InvoiceManage invoicing by setting orders ready, creating, adjusting, sending invoices, and posting to accounting with manual or automated steps.
- INVOICES - Customise Invoice List ViewCustomise invoice views by adjusting column visibility and filtering data. Use Edit columns and filtering in columns to select data.
- INVOICES - Create Standalone Sales InvoiceCreate standalone invoices for non-order charges. Add manual charges, generate a draft, then finalize, send, and post like other invoices.
- INVOICES - Cancel / Re-Use InvoicesCancel an invoice via INVOICES > Invoices. Orders revert to “Ready to Invoice.” Find canceled invoices under “Cancelled” or undo to reuse.
- INVOICES - Complete Invoice task in bulkUsing Quick Action and Print functions to complete tasks in bulk introduces efficiency into the Invoicing process.
- INVOICES - Post-invoice actions and restrictionsThis article outlines restrictions and actions available once an invoice is marked 'Invoice Posted', including limits on changes and tasks.
- INVOICES - Create a Draft Invoice
- INVOICES - Invoice ExportsPosted invoices can send to accounting software via direct integration or manual export. Export by date range or if new documents created.
- INVOICES - Edit an invoiceSummary overview of edit invoice features.
- INVOICES - Multiple Billing EntitiesA quick guide to Multiple Billing Entities in Qargo—what they are, when to use them, and step-by-step instructions to configure and use them for clear, per-entity accounting within a single…
- INVOICE - Payment Terms: Automatic Update When Changing CustomerAuto-update invoice payment terms when switching the billing customer, match the new customer's settings while preserving any manual overrides made.
- INVOICES - Create and customise proforma invoices in Qargo?
- INVOICES FAQ — How does VAT work for Subcontractors in Qargo?Overview of VAT configuration and automatic calculation for subcontractor (purchase) invoices in Qargo. Covers subcontractor profiles, cost rate cards, and VAT rules by country.
Credit Notes
Includes articles relating to all functions included on the CREDIT NOTES page.
- INVOICES - Create credit noteManage credit notes in Qargo: create, edit, cancel, refund, or re-invoice charges. Use tabs, filters, and bulk actions for efficiency.
- INVOICES - Create Standalone Credit NoteCreate standalone credit notes by selecting customer, date and charges. Process as an invoice and POST for accounting software import.
- INVOICES - Create Purchase Credit NotePurchase Credit Notes offset subcontractor costs; track trip-specific or standalone expenses, track calculated costs and generate documents.
Trips To Bill
Includes articles relating to all functions included on the TRIPS TO BILL page.
Purchase Invoices
Includes articles relating to all functions included on the PURCHASE INVOICES page.
- INVOICES - Create purchase invoice from existing billing proposal.Learn how to convert self-bill billing proposals into purchase invoices: upload and validate subcontractor invoices, adjust charges, add documents, and post invoices to accounts efficiently.
- INVOICES - Create Purchase Invoice from TripsEasily manage outsourced trip costs by creating Purchase Invoices, validating charges, and exporting to accounts.
- INVOICES - Create Purchase Invoice from Subcontractor InvoiceUpload & validate subcontractor invoices, with AI-powered scanning, colour-coded matching, and easy invoice processing steps.
- INVOICES - Process PURCHASE invoice via PeppolConfigure and manage the Peppol integration in Qargo, including setup, receiving incoming e-invoices, processing transport and non-transport invoices, and resolving common errors.
- INVOICES - Create subcontractor billing proposal from spreadsheet.Learn how to create billing proposals from subcontractor spreadsheets in Qargo by pasting data, matching trips and charges, validating results, and converting proposals into purchase invoices.
- INVOICES — Trips to Bill: Charge View & Amount FilterA Charge View tab to Invoices → Trips to bill showing one row per purchase charge line, plus an amount filter (With / Without Amount) to surface zero-cost trips instantly.
- INVOICES - Auto-fill Booking Date on Purchase Invoices — What, Why & How.Set a default that auto-fills the booking date on new purchase invoices - such as trip start date or today's date - to eliminate manual entry and ensure correct accounting…
Upload Purchase Invoices
Includes articles relating to all functions included on the UPLOAD PURCHASE INVOICES page.